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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-10-20 |
| TN | RA | APPROVED | 2022-09-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Bank | Hendersonville | TN | 08/2006 | 04/2017 |
| Suntrust Bank | Hendersonville | TN | 04/2017 | 09/2022 |
| Suntrust Investment Services, Inc | Atlanta | GA | 04/2017 | 09/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Nashville | TN | 09/2022 | Present |
| Bank Of America, N.A. | Nashville | TN | 11/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-06-08 |
| S63 | Uniform Securities Agent State Law Examination | 2007-09-21 |
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